Finance · 07/10/2025

U.S. President Trump's proposed high tariffs on refined copper have triggered warnings from Chile. Chilean officials point out that this move could impose significant costs on American buyers, as U.S. manufacturing heavily relies on high-quality refined copper from Chile. If the tariffs are implemented, U.S. companies may face rising costs and pass them on to consumers, ultimately harming U.S. interests. Chile has sought tariff exemptions, and the development of this situation is worth monitoring. The potential impact on the trade relationship and the U.S. economy remains a key concern.

Finance · 04/17/2025

Faced with US auto tariffs, Nissan Motor is actively adjusting its strategy, striving to maximize the capacity of its US factories and reduce reliance on imports. By localizing production, Nissan aims to address the tariff challenges and plans to launch new models to enhance market competitiveness. However, increasing production capacity faces numerous challenges. The success of Nissan's localization strategy will significantly impact its future in the US market. The company hopes to mitigate the effects of tariffs through increased domestic production.

Finance · 08/06/2025

The US trade deficit narrowed significantly in June, with the trade deficit with China hitting a 21-year low. High tariffs have led to a sharp decline in Chinese exports to the US. US-China trade negotiations are ongoing, and the future remains uncertain. It is worth noting whether the narrowing trade deficit is a short-term effect or a long-term trend. The decrease in the trade deficit with China is largely attributed to reduced imports from China due to the imposed tariffs.

Finance · 08/06/2025

The trade agreement between the US and Japan will reduce tariffs on Japanese car imports from 25% to 15%, causing dissatisfaction among the US auto industry's three giants who view this as a threat to American workers. Additionally, the Alaskan gas project promoted by the Trump administration is also advancing US-Japan economic cooperation.

Finance · 03/27/2025

US President Trump's announcement of a 25% tariff on imported automobiles has shaken the market. This move is likely intended to protect the domestic auto industry but could increase costs for consumers. While Tesla has US factories, it still faces supply chain challenges. The tariff policy may curb overseas brands like BYD, but Tesla itself faces intense competition. This highlights the challenges of the globalized auto industry supply chain, leading to cautious investor reactions. The long-term effects on the industry and consumer behavior remain to be seen.

Finance · 06/28/2025

This analysis examines key factors influencing the future of the US stock market, including the impact of high tariffs from Trump’s policies, upcoming earnings reports, and the Federal Reserve's interest rate policies. Although short-term business activity may slow down, potential cooperation in Sino-US relations and signs of recovery in the job market provide the market with confidence for the future.

Finance · 05/19/2025

Former US President Trump criticized Walmart on social media, causing its stock price to fall. This analysis examines the reasons behind the stock decline, including Trump's accusations, Walmart's response, performance pressure, and the shadow of tariffs. It also explores the challenges and future direction of the retail industry under tariff disputes, suggesting strategies such as supply chain optimization, product structure adjustment, technological innovation and efficiency improvement, and communication with the government. These strategies aim to mitigate the impact of tariffs and ensure long-term sustainability.

Job Search · 08/06/2025

Labor Minister Hsieh Shih-chung warned that traditional manufacturing sectors such as rubber, plastics, petrochemicals, and auto parts will suffer significant losses due to the U.S.-China tariff policies. The Executive Yuan has planned a support package of NT$15 billion, and the Labor Department will continue to closely monitor the affected industries to ensure the rights of workers are protected.

Finance · 04/08/2025

Trump's tariff policies pose a threat to the profitability of retail giants like Walmart. Faced with rising tariffs, supply chain uncertainties, and weakened consumer confidence, Walmart needs to actively adjust its strategies. These include diversifying its supply chain, improving efficiency, and expanding its private label brands. By taking such measures, Walmart can navigate the changing retail landscape and maintain its market position amidst the challenges brought about by the tariff impact.

Finance · 07/10/2025

Economists warn that U.S. tariff policies are triggering a new round of price increases through a 'lag effect,' with consumers bearing the brunt. Despite current moderate inflation data, some commodity prices already show signs of rising. A broader 'price surge' and 'shrinkflation' may emerge in the future. Consumers are advised to plan ahead, consume rationally, pay attention to promotions, and consider investment and financial management to cope with the challenges.

Finance · 06/05/2025

The U.S. has significantly increased tariffs on steel and aluminum from Mexico, prompting strong dissatisfaction from Mexico, which considers the move unfair and without legal basis. Mexico will seek dialogue and does not rule out taking retaliatory measures. This action by the Trump administration may exacerbate global trade tensions and pose challenges to the global economy.

Finance · 04/30/2025

US tariffs on China have caused a sharp decline in Chinese cargo volume to the US, impacting the US port economy. Shipping companies are reducing capacity, potentially leading to product shortages and price increases. Businesses should diversify their supply chains, optimize inventory management, and strengthen risk assessments to navigate the uncertainty. The reduced cargo flow is creating economic challenges for ports reliant on trade with China, highlighting the interconnectedness of the global economy and the vulnerability of supply chains to geopolitical tensions.

Finance · 02/10/2025

Trump's tariffs on steel and aluminum have driven gold prices up, nearing historical highs. Analysts indicate that gold is favored due to market uncertainties and safe-haven demand. Investors are closely monitoring the Fed's future monetary policy direction. Meanwhile, the People's Bank of China continues to increase gold reserves to diversify its assets.

Finance · 08/06/2025

Goldman Sachs analysis suggests that the actual impact of Trump's tariff threats on Asia is lower than expected, with the real concern for investors being policy uncertainty. Once policies are clarified, they could potentially benefit the market. Additionally, the effects of tariffs vary significantly across different regions and industries.

Finance · 05/18/2025

Former US President Trump publicly criticized Walmart for passing tariff costs onto consumers, sparking debate about corporate social responsibility versus profit seeking. Walmart responded, stating its commitment to maintaining prices, but acknowledged that tariffs have led to price increases. Against the backdrop of the trade war, the retail industry faces cost pressures, forcing companies to balance profit and responsibility. Consumers, in turn, must choose between quality, price, and value. The situation highlights the complex interplay between trade policy, corporate strategy, and consumer impact within the competitive retail landscape.